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SEASIDE EQUITY PARTNERS

SAN DIEGO, CA · CRD 307171 · IAPD ↗ · (858) 947-1350

$1.37BRegulatory AUM
17Advisory reps
19Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

59
April 2026 — SEASIDE EQUITY PARTNERS grew from 13 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — SEASIDE EQUITY PARTNERS crossed $1B in regulatory AUM ($605.7M -> $1.37B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2024 — SEASIDE EQUITY PARTNERS grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.